Flowvium
News Gap Analyzer

The Silence IS the Signal

Share:
Just updated · 72 tickers · 6/17, 07:29 AM

When institutional investors are quietly accumulating a stock that the media is ignoring, that divergence often precedes significant price movement. We measure this gap.

Data update schedule: Institutional holdings (EDGAR 13F) — Daily 02:00 UTC cron · Media coverage (Alpha Vantage) — 25 tickers/day · Static baseline: 2026-Q1 research

IB Activity vs Media Coverage

Companies in the top-left quadrant (high IB activity, low media) are the strongest signals.

High Gap (Signal Zone)Normal
Sort by:newsGap.clickToExpand

Live News Cascade Analysis

AI (EXAONE)
BLK

Blackrock, Inc.

financials
IB Activity95
Media Coverage20
Gap Score76

Media Coverage

Minimal coverage

IB Actions

CSCO

Cisco Systems, Inc.

it / software
IB Activity95
Media Coverage20
Gap Score76

Media Coverage

Minimal coverage

IB Actions

COST

Costco Wholesale Corp

consumer / defensive
IB Activity95
Media Coverage20
Gap Score76

Media Coverage

Minimal coverage

IB Actions

XOM

Exxon Mobil Corp

energy
IB Activity95
Media Coverage20
Gap Score76

Media Coverage

Minimal coverage

IB Actions

ICE

Intercontinental Exchange, Inc.

financials
IB Activity95
Media Coverage20
Gap Score76

Media Coverage

Minimal coverage

IB Actions

SCHW

Schwab Charles Corp

financials
IB Activity95
Media Coverage20
Gap Score76

Media Coverage

Minimal coverage

IB Actions

AAPL

Apple Inc.

it / software
IB Activity85
Media Coverage20
Gap Score68

Media Coverage

Minimal coverage

IB Actions

HD

The Home Depot, Inc.

consumer / discretionary
IB Activity84
Media Coverage20
Gap Score67

Media Coverage

Minimal coverage

IB Actions

FCX

Freeport-McMoRan Inc.

materials
IB Activity77
Media Coverage34
Gap Score66

Media Coverage

"Freeport-McMoRan (FCX) Beats Stock Market Upswing: What Investors Need to Know"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Baupost Group initiated $680M new position — value-driven entry at multi-year discount

MRNA

Moderna, Inc.

pharma / biotech
IB Activity77
Media Coverage35
Gap Score65

Media Coverage

"3 Stocks Under $50 That Fall Short"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Baillie Gifford doubled position near multi-year lows — $1.4B total

APD

Air Products and Chemicals, Inc.

materials
IB Activity80
Media Coverage20
Gap Score64

Media Coverage

Minimal coverage

IB Actions

DIS

The Walt Disney Company

communication / services
IB Activity80
Media Coverage20
Gap Score64

Media Coverage

Minimal coverage

IB Actions

FTV

Fortive Corporation

industrials
IB Activity80
Media Coverage20
Gap Score64

Media Coverage

Minimal coverage

IB Actions

MCD

McDonald

consumer / discretionary
IB Activity80
Media Coverage20
Gap Score64

Media Coverage

Minimal coverage

IB Actions

SHW

The Sherwin-Williams Company

materials
IB Activity80
Media Coverage20
Gap Score64

Media Coverage

Minimal coverage

IB Actions

V

Visa Inc.

financials
IB Activity80
Media Coverage20
Gap Score64

Media Coverage

Minimal coverage

IB Actions

AMD

Advanced Micro Devices

semiconductors
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

T

AT&T Inc.

communication / services
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

COP

Conocophillips

energy
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

DKNG

DraftKings Inc.

consumer / discretionary
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

INTC

Intel Corporation

semiconductors
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

JNJ

Johnson & Johnson

healthcare
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

META

Meta Platforms, Inc.

semiconductors
IB Activity78
Media Coverage20
Gap Score62

Media Coverage

"Meta Llama 4 outperforms GPT-4 on key benchmarks"

Apr 11, 2026· TechCrunch

IB Actions

Vanguard index holdings at all-time highs via rebalancing

AVGO

Broadcom Inc.

semiconductors
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

NEE

Nextera Energy Inc

energy
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

NKE

NIKE, Inc.

consumer / discretionary
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

PFE

Pfizer Inc

pharma / biotech
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

"Pfizer oncology pipeline advances to Phase 3"

Apr 3, 2026· Reuters

IB Actions

Major index funds maintained large positions at multi-year lows

PG

Procter & Gamble Co

consumer / defensive
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

REGN

Regeneron Pharmaceuticals, Inc.

pharma / biotech
IB Activity77
Media Coverage38
Gap Score62

Media Coverage

"Regeneron Broadens Pipeline With Ebola Antibody Trials And Bispecific Cancer Bets"

Sat, 13 Jun 2026· Yahoo Finance

IB Actions

Baillie Gifford maintained $1.8B conviction position unchanged

ROST

Ross Stores, Inc.

consumer / discretionary
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

SPGI

S&P Global Inc.

financials
IB Activity77
Media Coverage20
Gap Score62

Media Coverage

Minimal coverage

IB Actions

KTOS

Kratos Defense

defense
IB Activity73
Media Coverage39
Gap Score61

Media Coverage

"Can Axon Boosts Margin Performance Amid Cost Pressures?"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Dragoneer built $200M position quietly over 3 quarters

LHX

L3Harris

industrials
IB Activity77
Media Coverage39
Gap Score61

Media Coverage

"Defense Stocks Are in a Bear Market. How a Peace Deal Can Send Them Higher."

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Vanguard index allocation systematically increased

KO

Coca Cola Co

consumer / defensive
IB Activity65
Media Coverage20
Gap Score52

Media Coverage

Minimal coverage

IB Actions

BRK

BRK

other
IB Activity65
Media Coverage20
Gap Score52

Media Coverage

Minimal coverage

IB Actions

BA

Boeing Commercial

industrials
IB Activity65
Media Coverage20
Gap Score52

Media Coverage

Minimal coverage

IB Actions

JPM

Jpmorgan Chase & Co

financials
IB Activity65
Media Coverage20
Gap Score52

Media Coverage

Minimal coverage

IB Actions

RTX

Raytheon (RTX)

industrials
IB Activity77
Media Coverage49
Gap Score51

Media Coverage

"Defense Stocks Are in a Bear Market. How a Peace Deal Can Send Them Higher."

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Vanguard index rebalance systematically increased allocation

ALB

Albemarle Corporation

materials
IB Activity59
Media Coverage50
Gap Score50

Media Coverage

"Is Albemarle (ALB) Outperforming Other Basic Materials Stocks This Year?"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Point72 initiated $480M position in Q4 2025 — quietly accumulated

COF

Capital One Financial Corporation

financials
IB Activity61
Media Coverage20
Gap Score49

Media Coverage

Minimal coverage

IB Actions

AMZN

Amazon AWS

semiconductors
IB Activity61
Media Coverage20
Gap Score49

Media Coverage

"AWS revenue grows 37% as enterprise AI migration accelerates"

Apr 13, 2026· CNBC

IB Actions

Vanguard maintains $220B+ position as #1 external holder

LMT

Lockheed Martin

industrials
IB Activity41
Media Coverage52
Gap Score48

Media Coverage

"GM in talks to supply weapons parts to Lockheed Martin- WSJ"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

Vanguard defense ETF increased allocation to overweight

GS

Goldman Sachs Group Inc

financials
IB Activity59
Media Coverage20
Gap Score47

Media Coverage

Minimal coverage

IB Actions

KLAC

Kla Corp

semiconductors
IB Activity99
Media Coverage53
Gap Score47

Media Coverage

"Amkor Technology Stock Is An Amplifier, Not An Alternative"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Artisan Partners doubled position in Q3 2025 — $880M total

UNH

UnitedHealth Group

healthcare
IB Activity59
Media Coverage20
Gap Score47

Media Coverage

Minimal coverage

IB Actions

VZ

Verizon Communications Inc.

communication / services
IB Activity59
Media Coverage20
Gap Score47

Media Coverage

Minimal coverage

IB Actions

WMT

Walmart Inc.

consumer / defensive
IB Activity59
Media Coverage20
Gap Score47

Media Coverage

Minimal coverage

IB Actions

COIN

Coinbase Global, Inc.

financials
IB Activity77
Media Coverage55
Gap Score45

Media Coverage

"Is Coinbase Global, Inc. (COIN) A Good Stock To Buy Now?"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Millennium Management initiated $2.3B new position — largest institutional onboarding

SMCI

Super Micro Computer, Inc.

semiconductors
IB Activity5
Media Coverage59
Gap Score41

Media Coverage

"Why Super Micro (SMCI) Stock Is Up Today"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Renaissance Technologies initiated $580M new position via quant models

BAC

Bank of America Corporation

financials
IB Activity50
Media Coverage20
Gap Score40

Media Coverage

Minimal coverage

IB Actions

DELL

Dell Technologies Inc.

it / software
IB Activity59
Media Coverage60
Gap Score40

Media Coverage

"Dell (DELL) Stock Is Up, What You Need To Know"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Appaloosa Management added $740M on AI server thesis

GM

General Motors

consumer / discretionary
IB Activity50
Media Coverage20
Gap Score40

Media Coverage

Minimal coverage

IB Actions

PNC

The PNC Financial Services Group, Inc.

financials
IB Activity50
Media Coverage20
Gap Score40

Media Coverage

Minimal coverage

IB Actions

TMUS

T-Mobile US, Inc.

communication / services
IB Activity50
Media Coverage20
Gap Score40

Media Coverage

Minimal coverage

IB Actions

LRCX

Lam Research Corp

semiconductors
IB Activity95
Media Coverage61
Gap Score39

Media Coverage

"Amkor Technology Stock Is An Amplifier, Not An Alternative"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Fidelity added across growth and value funds in Q4 2025

AMAT

Applied Materials Inc

semiconductors
IB Activity77
Media Coverage66
Gap Score34

Media Coverage

"Amkor Technology Stock Is An Amplifier, Not An Alternative"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

T. Rowe Price increased semiconductor equipment exposure in Q4

ABBV

Abbvie Inc.

pharma / biotech
IB Activity41
Media Coverage20
Gap Score33

Media Coverage

Minimal coverage

IB Actions

ADBE

Adobe Inc.

it / software
IB Activity41
Media Coverage20
Gap Score33

Media Coverage

Minimal coverage

IB Actions

C

Citigroup Inc.

financials
IB Activity41
Media Coverage20
Gap Score33

Media Coverage

Minimal coverage

IB Actions

PYPL

PayPal Holdings

financials
IB Activity41
Media Coverage20
Gap Score33

Media Coverage

Minimal coverage

IB Actions

WFC

Wells Fargo & Company

financials
IB Activity41
Media Coverage20
Gap Score33

Media Coverage

Minimal coverage

IB Actions

TSM

Taiwan Semiconductor Manufacturing Co Ltd

semiconductors
IB Activity44
Media Coverage68
Gap Score32

Media Coverage

"SpaceX Market Cap Breaches $2.5T: Goes Past Tesla, TSMC And Broadcom"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

Capital Group added $1.6B in Q4 2025 — largest semi position

LLY

Eli Lilly & Co

pharma / biotech
IB Activity95
Media Coverage69
Gap Score31

Media Coverage

"This Financial Bellwether Bankrolls A Breakout"

Mon, 15 Jun 2026· Yahoo Finance

IB Actions

Capital Research accumulated $4.8B through multiple fund vehicles

BABA

Alibaba Group Holding Limited

consumer / discretionary
IB Activity28
Media Coverage20
Gap Score22

Media Coverage

Minimal coverage

IB Actions

MS

Morgan Stanley

financials
IB Activity23
Media Coverage20
Gap Score18

Media Coverage

Minimal coverage

IB Actions

NVO

Novo Nordisk A S

pharma / biotech
IB Activity5
Media Coverage20
Gap Score4

Media Coverage

"Novo Nordisk semaglutide cardiovascular data redefines obesity treatment"

Apr 9, 2026· The Lancet

IB Actions

Capital Group maintained largest ex-Denmark position — $4.2B

GOOGL

Alphabet Inc.

ai / cloud
IB Activity70
Media Coverage100
Gap Score0

Media Coverage

"Google Just Went All in on Its Deal With Intel"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

Vanguard maintains $140B+ position across index funds

MU

Micron Technology Inc

semiconductors
IB Activity77
Media Coverage100
Gap Score0

Media Coverage

"Dow Jones Futures: Trump, Iran Deal Spark Stock Market Surge; Nvidia, Micron, Sandisk, SpaceX Are Big Winners"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

BlackRock added $2.1B position in Q4 2025

MSFT

Microsoft Azure

semiconductors
IB Activity73
Media Coverage100
Gap Score0

Media Coverage

"Intuit Stock's Real Growth Story Isn't The One You're Watching"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

Vanguard maintains largest position — $180B+ across all funds

NVDA

Nvidia Corp

semiconductors
IB Activity65
Media Coverage100
Gap Score0

Media Coverage

"Why Palantir Stock Soared Today"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

Goldman Sachs added $3.8B in Q4 — across all portfolios

ORCL

Oracle Corp

technology
IB Activity59
Media Coverage100
Gap Score0

Media Coverage

"Intuit Stock's Real Growth Story Isn't The One You're Watching"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

Capital Research added $1.4B on cloud acceleration thesis

TSLA

Tesla, Inc.

consumer / discretionary
IB Activity65
Media Coverage100
Gap Score0

Media Coverage

"SpaceX Market Cap Breaches $2.5T: Goes Past Tesla, TSMC And Broadcom"

Tue, 16 Jun 2026· Yahoo Finance

IB Actions

ARK Invest maintains largest conviction position — $2.1B

How the News Gap Works

The Theory

Institutional investors file 13F reports quarterly, disclosing their holdings. These filings reveal what the most sophisticated investors are buying and selling. Meanwhile, media coverage reflects what the general public and retail investors are paying attention to.

Why Silence Matters

When there is a large gap between institutional buying activity and media attention, it often means smart money has identified an opportunity that the broader market has not yet recognized. The silence is not random - it is a signal that the market has mispriced something.